James Lorenzen, CFP
The Independent Financial Group
Certified Financial Planner in Simi Valley, CA
Address:2655 1st St Ste 250
Simi Valley, CA 93065
About James Lorenzen
James Lorenzen is a financial professional at The Independent Financial Group located in Simi Valley, California. James Lorenzen holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Lorenzen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Lorenzen2655 1st St Ste 250
Simi Valley, CA 93065
Phone Number:
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Website:
https://www.indfin.com
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